The Analysis of Uniting Wealth Partners, LLC's Holdings
Currently, Uniting Wealth Partners, LLC holds 199 types of securities in its portfolio with a total value $423.7M. In the most recent quarter, they have increased their positions in RDVY (+205.8K shares, valued at $13.8M), ACIO (+306.7K shares, valued at $13.3M), BUFR (+363.0K shares, valued at $12.1M); decreased their positions in WMT (-140.4K shares, valued at $14.5M), VRIG (-110.4K shares, valued at $2.8M), PPA (-16.6K shares, valued at $2.6M); initiated new positions in BUFR (+363.0K shares, valued at $12.1M), VCIT (+95.6K shares, valued at $8.0M), SDVY (+200.1K shares, valued at $7.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
WMT WALMART INC836.9K shares-14.36%2025-09-302025-11-07
ACIO ETF SER SOLUTIONS722.6K shares73.75%2025-09-302025-11-07 RDVY FIRST TR EXCHANGE TRADED FD219.0K shares1567.33%2025-09-302025-11-07 DRSK ETF SER SOLUTIONS479.1K shares158.86%2025-09-302025-11-07 NVDA NVIDIA CORPORATION67.6K shares23.82%2025-09-302025-11-07 BUFR FIRST TR EXCHNG TRADED FD VI363.0K sharesnew addition2025-09-302025-11-07 VCIT VANGUARD SCOTTSDALE FDS95.6K sharesnew addition2025-09-302025-11-07 SDVY FIRST TR EXCHANGE-TRADED FD200.1K sharesnew addition2025-09-302025-11-07 MSFT MICROSOFT CORP14.6K shares24.15%2025-09-302025-11-07 XMMO INVESCO EXCHANGE TRADED FD T52.1K sharesnew addition2025-09-302025-11-07 SNOV FIRST TR EXCHNG TRADED FD VI275.2K sharesnew addition2025-09-302025-11-07 GDX VANECK ETF TRUST88.2K shares-8.89%2025-09-302025-11-07 FSIG FIRST TR EXCHANGE-TRADED FD333.2K sharesnew addition2025-09-302025-11-07 PPA INVESCO EXCHANGE TRADED FD T39.1K shares-29.83%2025-09-302025-11-07 JMUB J P MORGAN EXCHANGE TRADED F118.4K shares302.92%2025-09-302025-11-07 AAPL APPLE INC23.3K shares82.50%2025-09-302025-11-07 SCHD SCHWAB STRATEGIC TR213.9K sharesnew addition2025-09-302025-11-07 NULG NUSHARES ETF TR57.3K shares-18.45%2025-09-302025-11-07 MTUM ISHARES TR21.4K sharesnew addition2025-09-302025-11-07 RSPU INVESCO EXCHANGE TRADED FD T71.6K shares1.20%2025-09-302025-11-07 UPSD ETF SER SOLUTIONS205.7K shares24.56%2025-09-302025-11-07 ADME ETF SER SOLUTIONS106.6K shares25.21%2025-09-302025-11-07 XOM EXXON MOBIL CORP47.9K shares6.68%2025-09-302025-11-07 GFEB FIRST TR EXCHNG TRADED FD VI131.0K shares2.93%2025-09-302025-11-07 PSFF PACER FDS TR166.6K sharesnew addition2025-09-302025-11-07 FPE FIRST TR EXCH TRADED FD III272.4K sharesnew addition2025-09-302025-11-07 SCHG SCHWAB STRATEGIC TR138.2K sharesnew addition2025-09-302025-11-07 HMOP HARTFORD FDS EXCHANGE TRADED109.0K sharesnew addition2025-09-302025-11-07 JUCY ETF SER SOLUTIONS151.3K shares27.92%2025-09-302025-11-07 CHRW C H ROBINSON WORLDWIDE INC25.0K sharesnew addition2025-09-302025-11-07 AMZN AMAZON COM INC14.7K shares64.06%2025-09-302025-11-07 IAU ISHARES GOLD TR41.9K shares6.77%2025-09-302025-11-07 PLTR PALANTIR TECHNOLOGIES INC16.2K shares-9.60%2025-09-302025-11-07 FMB FIRST TR EXCH TRADED FD III53.9K sharesnew addition2025-09-302025-11-07 NOBL PROSHARES TR26.1K shares46.07%2025-09-302025-11-07 JHPI JOHN HANCOCK EXCHANGE TRADED115.2K sharesnew addition2025-09-302025-11-07 VOO VANGUARD INDEX FDS4.2K sharesnew addition2025-09-302025-11-07 APLD APPLIED DIGITAL CORP110.1K shares15.20%2025-09-302025-11-07 BX BLACKSTONE INC14.4K shares0.00%2025-09-302025-11-07 UPRO PROSHARES TR21.0K shares0.00%2025-09-302025-11-07 KO COCA COLA CO35.0K shares7.38%2025-09-302025-11-07 DJUL FIRST TR EXCHNG TRADED FD VI42.7K sharesnew addition2025-09-302025-11-07 DHDG FIRST TR EXCHNG TRADED FD VI60.0K sharesnew addition2025-09-302025-11-07 IJR ISHARES TR16.5K sharesnew addition2025-09-302025-11-07 NOW SERVICENOW INC2.1K shares5.25%2025-09-302025-11-07 AVGO BROADCOM INC5.4K shares256.12%2025-09-302025-11-07 CVX CHEVRON CORP NEW11.0K shares87.99%2025-09-302025-11-07 META META PLATFORMS INC2.3K shares326.99%2025-09-302025-11-07 TSLA TESLA INC3.7K shares25.97%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS5.9K shares23.85%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.5.1K shares56.35%2025-09-302025-11-07 MA MASTERCARD INCORPORATED2.8K shares31.52%2025-09-302025-11-07 GOOGL ALPHABET INC6.3K sharesnew addition2025-09-302025-11-07 TQQQ PROSHARES TR14.0K shares0.00%2025-09-302025-11-07 ACN ACCENTURE PLC IRELAND5.5K shares6.64%2025-09-302025-11-07 IWB ISHARES TR3.5K sharesnew addition2025-09-302025-11-07 ACWI ISHARES TR8.9K sharesnew addition2025-09-302025-11-07 RJF RAYMOND JAMES FINL INC6.6K shares0.00%2025-09-302025-11-07 PM PHILIP MORRIS INTL INC7.0K shares16.17%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD3.9K shares330.89%2025-09-302025-11-07 KKR KKR & CO INC8.3K shares0.00%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL2.1K shares-29.56%2025-09-302025-11-07 FLMI FRANKLIN TEMPLETON ETF TR42.3K sharesnew addition2025-09-302025-11-07 HD HOME DEPOT INC2.6K shares172.34%2025-09-302025-11-07 MU MICRON TECHNOLOGY INC6.0K shares6.01%2025-09-302025-11-07 DMAR FIRST TR EXCHNG TRADED FD VI23.1K sharesnew addition2025-09-302025-11-07 JNJ JOHNSON & JOHNSON5.1K sharesnew addition2025-09-302025-11-07 CRWD CROWDSTRIKE HLDGS INC1.9K shares0.00%2025-09-302025-11-07 V VISA INC2.6K shares234.42%2025-09-302025-11-07 PAYX PAYCHEX INC6.9K sharesnew addition2025-09-302025-11-07 GOOG ALPHABET INC3.4K shares-12.74%2025-09-302025-11-07 FUMB FIRST TR EXCH TRADED FD III41.4K sharesnew addition2025-09-302025-11-07 NEE NEXTERA ENERGY INC11.0K shares5.54%2025-09-302025-11-07 NEA NUVEEN AMT FREE QLTY MUN INC69.9K shares-1.27%2025-09-302025-11-07 IJH ISHARES TR11.7K shares239.74%2025-09-302025-11-07 EIM EATON VANCE MUN BD FD76.1K shares-0.06%2025-09-302025-11-07 CLH CLEAN HARBORS INC3.2K shares0.00%2025-09-302025-11-07 T AT&T INC26.1K shares27.43%2025-09-302025-11-07 GE GE AEROSPACE2.4K shares55.17%2025-09-302025-11-07 CAT CATERPILLAR INC1.5K shares54.59%2025-09-302025-11-07 ISRG INTUITIVE SURGICAL INC1.5K sharesnew addition2025-09-302025-11-07 RTX RTX CORPORATION3.9K shares42.91%2025-09-302025-11-07 GD GENERAL DYNAMICS CORP1.9K shares28.14%2025-09-302025-11-07 MO ALTRIA GROUP INC9.7K shares18.32%2025-09-302025-11-07 DIVO AMPLIFY ETF TR14.6K shares2.22%2025-09-302025-11-07 PANW PALO ALTO NETWORKS INC3.1K shares3.75%2025-09-302025-11-07 CRM SALESFORCE INC2.6K shares33.26%2025-09-302025-11-07 MMKT TEXAS CAPITAL FUNDS TRUST6.0K sharesnew addition2025-09-302025-11-07 OXY OCCIDENTAL PETE CORP12.4K shares0.32%2025-09-302025-11-07 ROK ROCKWELL AUTOMATION INC1.7K shares4.31%2025-09-302025-11-07 ORCL ORACLE CORP1.9K shares42.91%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUNDS2.5K shares149.70%2025-09-302025-11-07 CORZ CORE SCIENTIFIC INC NEW29.4K shares0.00%2025-09-302025-11-07 OGE OGE ENERGY CORP11.3K sharesnew addition2025-09-302025-11-07 MCK MCKESSON CORP673 shares0.00%2025-09-302025-11-07 AMD ADVANCED MICRO DEVICES INC3.2K shares60.35%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO3.3K shares139.64%2025-09-302025-11-07 SUB ISHARES TR4.7K sharesnew addition2025-09-302025-11-07 TFI SPDR SERIES TRUST10.9K sharesnew addition2025-09-302025-11-07 ADX ADAMS DIVERSIFIED EQUITY FD21.9K shares2.10%2025-09-302025-11-07 NFLX NETFLIX INC389 sharesnew addition2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR698 shares29.26%2025-09-302025-11-07 VZ VERIZON COMMUNICATIONS INC10.5K shares58.30%2025-09-302025-11-07 UBER UBER TECHNOLOGIES INC4.6K shares7.39%2025-09-302025-11-07 GEV GE VERNOVA INC735 sharesnew addition2025-09-302025-11-07 ABBV ABBVIE INC1.9K sharesnew addition2025-09-302025-11-07 NUW NUVEEN AMT-FREE MUN VALUE FD29.8K shares0.00%2025-09-302025-11-07 MHD BLACKROCK MUNIHOLDINGS FD IN35.9K shares0.00%2025-09-302025-11-07 MPC MARATHON PETE CORP2.2K shares1.57%2025-09-302025-11-07 CSQ CALAMOS STRATEGIC TOTAL RETU21.8K shares-14.39%2025-09-302025-11-07 TWLO TWILIO INC4.0K shares0.00%2025-09-302025-11-07 IVV ISHARES TR589 sharesnew addition2025-09-302025-11-07 SO SOUTHERN CO4.1K shares15.24%2025-09-302025-11-07 CRK COMSTOCK RES INC19.5K shares0.00%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC484 sharesnew addition2025-09-302025-11-07 LOW LOWES COS INC1.5K shares6.32%2025-09-302025-11-07 MLN VANECK ETF TRUST22.0K sharesnew addition2025-09-302025-11-07 SHOP SHOPIFY INC2.5K shares-16.10%2025-09-302025-11-07 BP BP PLC10.7K sharesnew addition2025-09-302025-11-07 COP CONOCOPHILLIPS3.9K shares9.36%2025-09-302025-11-07 AXP AMERICAN EXPRESS CO1.1K sharesnew addition2025-09-302025-11-07 MDB MONGODB INC1.1K shares15.00%2025-09-302025-11-07 DUK DUKE ENERGY CORP NEW2.9K shares44.39%2025-09-302025-11-07 FSMB FIRST TR EXCH TRADED FD III17.6K sharesnew addition2025-09-302025-11-07 OKE ONEOK INC NEW4.8K sharesnew addition2025-09-302025-11-07 PFE PFIZER INC13.7K shares-13.92%2025-09-302025-11-07 HON HONEYWELL INTL INC1.7K sharesnew addition2025-09-302025-11-07 ADSK AUTODESK INC1.1K shares9.90%2025-09-302025-11-07 FAUG FIRST TR EXCHNG TRADED FD VI6.7K sharesnew addition2025-09-302025-11-07 MRK MERCK & CO INC4.0K sharesnew addition2025-09-302025-11-07 PSX PHILLIPS 662.4K shares-28.84%2025-09-302025-11-07 LLY ELI LILLY & CO432 sharesnew addition2025-09-302025-11-07 TIP ISHARES TR2.8K sharesnew addition2025-09-302025-11-07 CYBR CYBERARK SOFTWARE LTD632 sharesnew addition2025-09-302025-11-07 RSG REPUBLIC SVCS INC1.3K shares0.53%2025-09-302025-11-07 TT TRANE TECHNOLOGIES PLC697 sharesnew addition2025-09-302025-11-07 URA GLOBAL X FDS6.2K shares2.52%2025-09-302025-11-07 UTF COHEN & STEERS INFRASTRUCTUR11.7K shares0.00%2025-09-302025-11-07 DDOG DATADOG INC2.0K shares0.00%2025-09-302025-11-07 SHAK SHAKE SHACK INC3.0K shares0.00%2025-09-302025-11-07 SA SEABRIDGE GOLD INC11.5K shares2.95%2025-09-302025-11-07 MCD MCDONALDS CORP916 sharesnew addition2025-09-302025-11-07 ETN EATON CORP PLC741 sharesnew addition2025-09-302025-11-07 USMV ISHARES TR2.9K sharesnew addition2025-09-302025-11-07 CSCO CISCO SYS INC3.9K sharesnew addition2025-09-302025-11-07 TJX TJX COS INC NEW1.8K sharesnew addition2025-09-302025-11-07 IEFA ISHARES TR2.9K sharesnew addition2025-09-302025-11-07 ALL ALLSTATE CORP1.2K sharesnew addition2025-09-302025-11-07 AGG ISHARES TR2.5K sharesnew addition2025-09-302025-11-07 EQT EQT CORP4.6K shares0.00%2025-09-302025-11-07 ROCK GIBRALTAR INDS INC4.0K sharesnew addition2025-09-302025-11-07 EPD ENTERPRISE PRODS PARTNERS L8.0K shares-1.99%2025-09-302025-11-07 SNX TD SYNNEX CORPORATION1.5K shares0.07%2025-09-302025-11-07 UNH UNITEDHEALTH GROUP INC715 sharesnew addition2025-09-302025-11-07 FVD FIRST TR EXCHANGE-TRADED FD5.3K sharesnew addition2025-09-302025-11-07 DDS DILLARDS INC400 sharesnew addition2025-09-302025-11-07 TTD THE TRADE DESK INC5.0K shares0.00%2025-09-302025-11-07 AMAT APPLIED MATLS INC1.2K sharesnew addition2025-09-302025-11-07 VEA VANGUARD TAX-MANAGED FDS4.1K sharesnew addition2025-09-302025-11-07 BLDR BUILDERS FIRSTSOURCE INC2.0K sharesnew addition2025-09-302025-11-07 PHYS SPROTT ASSET MANAGEMENT LP8.0K shares0.00%2025-09-302025-11-07 ACAD ACADIA PHARMACEUTICALS INC11.0K shares0.00%2025-09-302025-11-07 SPGP INVESCO EXCHANGE TRADED FD T2.1K sharesnew addition2025-09-302025-11-07 PEP PEPSICO INC1.7K sharesnew addition2025-09-302025-11-07 ET ENERGY TRANSFER L P13.6K shares8.06%2025-09-302025-11-07 BAC BANK AMERICA CORP4.5K sharesnew addition2025-09-302025-11-07 COST COSTCO WHSL CORP NEW250 sharesnew addition2025-09-302025-11-07 SFNC SIMMONS 1ST NATL CORP11.9K sharesnew addition2025-09-302025-11-07 MDT MEDTRONIC PLC2.4K sharesnew addition2025-09-302025-11-07 PB PROSPERITY BANCSHARES INC3.4K shares0.00%2025-09-302025-11-07 LNG CHENIERE ENERGY INC960 sharesnew addition2025-09-302025-11-07 WMB WILLIAMS COS INC3.5K sharesnew addition2025-09-302025-11-07 VTI VANGUARD INDEX FDS678 sharesnew addition2025-09-302025-11-07 FJAN FIRST TR EXCHNG TRADED FD VI4.4K sharesnew addition2025-09-302025-11-07 VBK VANGUARD INDEX FDS734 sharesnew addition2025-09-302025-11-07 TSN TYSON FOODS INC4.0K shares-4.56%2025-09-302025-11-07 INTU INTUIT308 sharesnew addition2025-09-302025-11-07 QCOM QUALCOMM INC1.3K sharesnew addition2025-09-302025-11-07 VRIG INVESCO ACTIVELY MANAGED EXC8.3K shares-93.00%2025-09-302025-11-07 EQWL INVESCO EXCHANGE TRADED FD T1.8K sharesnew addition2025-09-302025-11-07 CDNS CADENCE DESIGN SYSTEM INC575 sharesnew addition2025-09-302025-11-07 MSTY TIDAL TRUST II14.0K sharesnew addition2025-09-302025-11-07 BFK BLACKROCK MUN INCOME TR17.9K shares-21.04%2025-09-302025-11-07 F FORD MTR CO14.9K shares0.00%2025-09-302025-11-07 IIM INVESCO VALUE MUN INCOME TR13.7K shares20.55%2025-09-302025-11-07 KRP KIMBELL RTY PARTNERS LP11.9K sharesnew addition2025-09-302025-11-07 MMU WESTERN ASSET MANAGED MUNS F14.8K shares28.89%2025-09-302025-11-07 GOF GUGGENHEIM STRATEGIC OPPORTU10.0K shares0.00%2025-09-302025-11-07 CORZW CORE SCIENTIFIC INC NEW12.0K shares0.00%2025-09-302025-11-07 NZF NUVEEN MUNICIPAL CREDIT INC10.2K shares0.76%2025-09-302025-11-07 YBIT TIDAL TRUST II11.1K sharesnew addition2025-09-302025-11-07 SLI STANDARD LITHIUM LTD20.0K shares0.00%2025-09-302025-11-07 FTF FRANKLIN LTD DURATION INCOME10.0K shares0.00%2025-09-302025-11-07 USEG U S ENERGY CORP DEL45.0K sharesnew addition2025-09-302025-11-07 NSPR INSPIREMD INC21.1K sharesnew addition2025-09-302025-11-07 HUMA HUMACYTE INC16.6K shares-57.72%2025-09-302025-11-07 NVDQ ETF OPPORTUNITIES TRUST26.5K sharesnew addition2025-09-302025-11-07 OCGN OCUGEN INC10.0K sharesnew addition2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available